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Financial Life Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Financial Life Advisors’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,263
Closed -$425K – 70
2023
Q1 		$425K Hold
6,263
– – 0.18% 50
2022
Q4 		$403K Sell
6,263
-5,986
-49% -$373K 0.19% 56
2022
Q3 		$704K Hold
12,249
– – 0.35% 34
2022
Q2 		$778K Buy
12,249
+1,022
+9% +$69.9K 0.36% 24
2022
Q1 		$831K Sell
11,227
-947
-8% -$70.8K 0.34% 26
2021
Q4 		$950K Hold
12,174
– – 0.37% 22
2021
Q3 		$987K Buy
12,174
+171
+1% +$14.1K 0.41% 21
2021
Q2 		$988K Hold
12,003
– – 0.43% 21
2021
Q1 		$980K Sell
12,003
-627
-5% -$51.5K 0.46% 21
2020
Q4 		$1M Hold
12,630
– – 0.52% 22
2020
Q3 		$859K Sell
12,630
-1,260
-9% -$84.2K 0.45% 23
2020
Q2 		$884K Sell
13,890
-397
-3% -$23.9K 0.52% 20
2020
Q1 		$788K Sell
14,287
-2,415
-14% -$154K 0.54% 21
2019
Q4 		$1.16M Sell
16,702
-1,775
-10% -$122K 0.71% 18
2019
Q3 		$1.22M Sell
18,477
-613
-3% -$39.9K 0.77% 18
2019
Q2 		$1.26M Sell
19,090
-644
-3% -$42.2K 0.84% 18
2019
Q1 		$1.3M Sell
19,734
-8,177
-29% -$529K 0.89% 20
2018
Q4 		$1.69M Sell
27,911
-3,995
-13% -$259K 1.31% 19
2018
Q3 		$2.27M Buy
31,906
+220
+0.7% +$15.3K 1.66% 17
2018
Q2 		$2.22M Sell
31,686
-4,353
-12% -$317K 1.82% 17
2018
Q1 		$2.58M Sell
36,039
-7,421
-17% -$550K 2.37% 16
2017
Q4 		$3.17M Buy
+43,460
New +$3.1M 2.56% 14

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Life Advisors's VPL Position: Q2 2023 in Review

Financial Life Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2023, closing a stake of 6,263 shares — an estimated $425K sold.

Financial Life Advisors first reported a position in VPL in Q4 2017 and held it in 22 quarters. The position peaked at $3.17M in Q4 2017. 317 funds tracked by Wall St. Rank hold VPL as of Q2 2023.

  • Financial Life Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Life Advisors sold 6,263 Vanguard FTSE Pacific ETF shares in Q2 2023, an estimated $425K.
  • Financial Life Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and held it in 22 quarters.
  • Financial Life Advisors's Vanguard FTSE Pacific ETF position peaked at $3.17M in Q4 2017.
  • 317 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2023.

Based on Financial Life Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.